TipRanks
Axon Enterprise (DE:TCS)
XETRA:TCS

Axon Enterprise (TCS) Price & Analysis

14 Followers

TCS Stock Chart & Stats

€522.80
€26.50(6.09%)
At close: 4:00 PM EDT
€522.80
€26.50(6.09%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue And Retention StrengthRapid ARR growth and 126% net revenue retention show that Axon is expanding within its installed customer base, not relying solely on new contracts. This recurring software model can improve revenue visibility, customer lifetime value, and durability across the next several quarters.
Broad-based Software And Product GrowthGrowth across software, AI-related offerings, connected devices, and platform solutions indicates a broadening product ecosystem rather than dependence on one hardware category. Greater software and platform adoption can deepen workflow integration and support longer-term expansion opportunities.
Strong Bookings And Contracted DemandMore than 40% growth in future contracted bookings provides evidence of substantial demand visibility beyond the current reporting period. Multi-year public-sector commitments can support revenue planning, reinforce customer relationships, and create a foundation for sustained investment.
Bears Say
New Leverage From Convertible Debt FinancingThe proposed financing increases the company’s senior obligations and expands available borrowing capacity, even though the notes carry a zero coupon. Greater leverage can constrain future financial flexibility and add repayment, refinancing, or dilution considerations.
Uneven Profitability And Cash ConversionPositive cash generation is encouraging, but free cash flow conversion of roughly 0.50 and low obligation coverage indicate that accounting profitability is not yet translating into consistently strong cash economics. This may limit internally funded growth and reduce resilience.
Privacy And Data-security ExposureAxon’s products manage sensitive public-safety data, so privacy and security concerns can affect agency trust, procurement decisions, and adoption of connected workflows. Sustained governance failures could damage reputation and slow expansion even where product demand remains strong.

Axon Enterprise News

TCS FAQ

What was Axon Enterprise’s price range in the past 12 months?
Axon Enterprise lowest stock price was €290.10 and its highest was €669.00 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is €33.14B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is Nov 10, 2026 which is in 52 days.
        How were Axon Enterprise’s earnings last quarter?
        Axon Enterprise released its earnings results on Aug 05, 2026. The company reported €1.64 earnings per share for the quarter, beating the consensus estimate of €1.609 by €0.031.
          Is Axon Enterprise overvalued?
          According to Wall Street analysts Axon Enterprise’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Axon Enterprise pay dividends?
            Axon Enterprise does not currently pay dividends.
            What is Axon Enterprise’s EPS estimate?
            Axon Enterprise’s EPS estimate is 1.69.
              How many shares outstanding does Axon Enterprise have?
              Axon Enterprise has 81,237,410 shares outstanding.
                What happened to Axon Enterprise’s price movement after its last earnings report?
                Axon Enterprise reported an EPS of €1.64 in its last earnings report, beating expectations of €1.609. Following the earnings report the stock price went down -6.636%.
                  Which hedge fund is a major shareholder of Axon Enterprise?
                  Currently, no hedge funds are holding shares in DE:TCS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Axon Enterprise

                    Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors. In addition to its signature TASER devices, such as the TASER 7, X26P, X2, and consumer models, along with their corresponding cartridges, Axon offers an extensive portfolio of hardware and cloud-based software. These solutions are designed to equip law enforcement agencies with the means to capture, securely archive, manage, share, and analyze video and other digital evidence. Key products in this category include on-officer body cameras, Axon Fleet in-car systems, the Axon Evidence digital evidence management platform, Axon Signal-enabled devices, extended hardware warranties, and vital accessories like docks, cartridges, and batteries. Axon distributes its offerings through multiple channels, including its dedicated direct sales force, various distribution partners, its online storefront, and authorized third-party resellers. Furthermore, the company has established a strategic partnership with Fusus, Inc. to enhance the functionality of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution, providing agencies with real-time operational awareness and more efficient investigative processes.

                    Axon Enterprise (TCS) Earnings & Revenues

                    TCS Company Deck

                    TCS Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong, broad-based growth across revenue, software, devices, bookings and international/enterprise markets, with notable product momentum (Dedrone > $100M, TASER 10, Axon Body deployments) and improved profitability metrics. Management raised revenue guidance and highlighted durable metrics (ARR +39%, NRR 126%). Headwinds are present—inventory-driven near-term free cash flow pressure, rising memory/component costs, tariff variability, product-mix impacts, and privacy/governance risks—that could compress margins in Q3 before normalization in Q4. Overall the positives —scale, accelerating software adoption (including AI), bookings momentum and raised guidance—significantly outweigh the transitory operational and mix challenges.View all DE:TCS earnings summaries

                    TCS Revenue Breakdown

                    32.88%32.88%14.28%9.57%43.27%
                    32.88% TASER
                    14.28% Personal Sensors
                    9.57% Platform Solutions
                    43.27% Software and Services
                    tipranks

                    TCS Stock 12 Month Forecast

                    Average Price Target

                    €623.94
                    ▲(19.35% Upside)
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